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Xero

How to Set Up the Xero Accounting Link

Overview

Integrate simPRO with your Xero accounting package to post transactions and card file information directly from simPRO into Xero through the accounting link.

Before you begin posting your simPRO transactions to Xero, you need to set up your simPRO data and enable the Xero accounting link. Learn more in Set Up simPRO.

Adjust Xero settings

You need to adjust the following settings to enable the Xero accounting link in simPRO:

Invoice Status

Select Awaiting Approval if your business processes require that you approve invoices in Xero before you can apply payment.

Select Approved and Awaiting Payment to export invoices from simPRO with payments applied without an additional approval process, sending payments at the same time as the invoice.

Inventory Journal (Manual Journal) Status

Select Draft to export inventory journals from simPRO to require approval in Xero.

Select Posted to automatically post inventory journals in Xero after exporting from simPRO without an additional approval process.

Adjust Xero export options

You can export a variety of transaction types from simPRO to Xero. To learn more about what information for each transaction is exported, see What is Exported?.

Customers	Export all new customers created in simPRO to Xero. When you edit a customer in simPRO, the changes export to the contact in Xero.
Invoices	Export customer invoices and credits created in simPRO to Xero.
Suppliers	Export all new suppliers and contractors created in simPRO to Xero. When you edit a supplier / contractor in simPRO, the changes export to the contact in Xero.
Suppliers Invoices	Export supplier and contractor invoices and credits created in simPRO to Xero.

To enable a transaction type to be transferred, select On. To prevent it from being transferred, select Off. Then click Save to update your changes.

You can also select from the following settings for importing and exporting Payments between Xero and simPRO:

Both (Import to simPRO and Export to Xero)	Transfer payments both ways between simPRO and Xero. You can use your bank feeds in Xero to automatically apply payments to invoices to then import into simPRO and / or enable technicians and customers to apply payment in the field and online using simPRO Payments. Learn more in Use simPRO Payments.These payments can then be exported to simPRO.
On (Export to Xero)	Only transfer payments from simPRO to Xero and manage customer payment processing in simPRO. This is useful if you do not use bank feeds to automatically apply payments to invoices in Xero.
On (Import to simPRO)	Only transfer payments from Xero to simPRO and manage customer payment processing in Xero. This is useful if your accounts staff do not use simPRO, your technicians do not process payment on site, or your customers do not pay using simPRO Payments. Learn more in Use simPRO Payments.
Off	Do not transfer payments at all and manually apply payments in both simPRO and Xero.

You may wish to enter your payments in Xero and then transfer them to simPRO for the following reasons:

In simPRO, you can create payments to pay off multiple invoices at once. You cannot do this in Xero, which means that if you apply a payment to multiple invoices in simPRO and then transfer that payment to Xero, separate payments are created, which complicates reconciliation.
Xero offers direct bank feeds, which means you can easily transfer bank payments to Xero, then to simPRO.

If you have enabled STCs / VEECs and you are currently importing payments from Xero, you need to select the Both export option to ensure your STCs exports from simPRO to Xero. See STCs for more information on setting up STCs / VEECs.